Retirement plan

FRIENDS OF CABRILLO MARINE AQU 401 K PROFIT SHARING PLAN TRUST

Name: FRIENDS OF CABRILLO MARINE AQU - FRIENDS OF CABRILLO MARINE AQU 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: FRIENDS OF CABRILLO MARINE AQU
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRIENDS OF CABRILLO MARINE AQU 401 K PROFIT SHARING PLAN TRUST, FRIENDS OF CABRILLO MARINE AQU

FRIENDS OF CABRILLO MARINE AQUEIN 33-0585381Plan #001PY 2018

3720 STEPHEN M WHITE DR - SAN PEDRO, CA 90731310-548-2031friendsofcabrilloaquarium.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$40K

+46.3% from 2017

Total participants

+12.5% from 2017

Average account balance

$9,898

+46.3% from 2017

Annual return

-8.54%

-26.71 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$131K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$33K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

36.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.63%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3439

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2E2T3D2J2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$106

$6 / participant

Other / not subdivided$106100.0%

% of EOY assets

0.268%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$9,898

$90,606-89.1%

$79,466-87.5%

$135,379-92.7%

Participation rate

22.2%

76.0%-53.8pp

73.3%-51.1pp

82.6%-60.4pp

Annual return

-8.54%

977.69%-986.2pp

718.28%-726.8pp

519.79%-528.3pp

Employer contribution / active EE

$3,068-100.0%

$2,800-100.0%

$4,779-100.0%

Participant deferral / active EE

$824

$4,050-79.7%

$3,704-77.7%

$5,609-85.3%

Admin fee / account holder

$27

$5,895-99.6%

$5,104-99.5%

$10,828-99.8%

FRIENDS OF CABRILLO MARINE AQU 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRIENDS OF CABRILLO MARINE AQU 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion